Thank you Addi. Your logic and insight are truly invaluable. My brilliance is in knowing who to ask for meaningful commentary. Now if we can only get you to become speaker of the house or leader of the senate. Logic and insight in such places would indeed be revolutionary.
Michael
But didn't Addi invest in LSI Logic? I don't know how well they are doing now, but one of my colleague got burnt really bad by this stock. At the mean time, I hate MSFT, but DELL and MSFT probably make up 60% of my proforlio, 15% in SUNW, 10% in CSCO, 10% in INTC and other 5% in internet stocks. Before, I listened to Addi, and my SUNW holding was probably in the 50% range. But I didn't do that well the last several years holding SUNW, certainly not doing well against the 30% annual return that my S&P 500 fund. I was kind of pissed and graduately moved my money out of SUNW and into INTC, CSCO, INTC, DELL. While SUNW has done great during the last 3-4 months, overall, it still lacks the other 4 horseman stocks (maybe except INTC) that I've accumulated over the last 2 years.
But no matter how we choose to disagree as far as investing strategy goes, but we all seem to agree that Addi is a pretty brilliant guy when it comes to high tech investing. Maybe throw out the LSI investment, Addi will be the model analyst in WS. |
